Forte Capital’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,560
| Closed | -$325K | – | 153 |
|
|
2017
Q4 | $325K | Buy |
5,560
+200
| +4% | +$11.7K | 0.1% | 130 |
|
|
2017
Q3 | $302K | Hold |
5,360
| – | – | 0.1% | 134 |
|
|
2017
Q2 | $270K | Hold |
5,360
| – | – | 0.09% | 135 |
|
|
2017
Q1 | $268K | Hold |
5,360
| – | – | 0.09% | 136 |
|
|
2016
Q4 | $264K | Sell |
5,360
-100
| -2% | -$4.93K | 0.1% | 134 |
|
|
2016
Q3 | $242K | Sell |
5,460
-140
| -3% | -$6.21K | 0.09% | 132 |
|
|
2016
Q2 | $240K | Hold |
5,600
| – | – | 0.09% | 139 |
|
|
2016
Q1 | $242K | Hold |
5,600
| – | – | 0.11% | 139 |
|
|
2015
Q4 | $219K | Hold |
5,600
| – | – | 0.09% | 141 |
|
|
2015
Q3 | $221K | Hold |
5,600
| – | – | 0.1% | 143 |
|
|
2015
Q2 | $238K | Hold |
5,600
| – | – | 0.1% | 147 |
|
|
2015
Q1 | $236K | Hold |
5,600
| – | – | 0.1% | 144 |
|
|
2014
Q4 | $268K | Hold |
5,600
| – | – | 0.12% | 136 |
|
|
2014
Q3 | $277K | Buy |
+5,600
| New | +$277K | 0.13% | 135 |
|